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Extract Data New Company Setup Checklist

Extract Data New Company Setup Checklist

Aug 6th, 2022

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How to Extract Data New Company Setup Checklist

4.8 out of 5

8 votes

In this video tutorial, the speaker addresses a common question about extracting data from a master sheet into separate sheets for each division, salesperson, or product, with updates reflected automatically. Previously, the recommendation was to use pivot tables instead of complex array formulas. The tutorial reveals a lesser-known pivot table tool that automatically extracts source data into separate sheets. It also covers utilizing the filter function for Excel 365 or Excel 2021 users. The demonstration begins with an example dataset containing 35 rows of orders by salesperson, emphasizing the importance of formatting the data as a table using the keyboard shortcut Ctrl T. This formatting enhances the data's management.

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